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EXENCIAL WEALTH ADVISORS, LLC: NKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on NKE, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 10,294 NKE shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,294 shares
    Change vs previous 13F -64,964 shares

    0.02% of the 13F portfolio, value $543,730.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 75,258 shares
    Change vs previous 13F -11,344 shares

    0.15% of the 13F portfolio, value $4,794,702.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 86,602 shares
    Change vs previous 13F -1,066 shares

    0.2% of the 13F portfolio, value $6,038,725.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 87,668 shares
    Change vs previous 13F -3,420 shares

    0.22% of the 13F portfolio, value $6,227,955.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 91,088 shares
    Change vs previous 13F +1,214 shares

    0.21% of the 13F portfolio, value $5,782,290.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 89,874 shares
    Change vs previous 13F +24,361 shares

    0.25% of the 13F portfolio, value $6,800,773.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 65,513 shares
    Change vs previous 13F +54,204 shares

    0.21% of the 13F portfolio, value $5,791,343.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 11,309 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $852,384.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).